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ID Status Labels - When Two Users Use The Same Labels - How Do We Know What Record Belongs To What User?

New Member
Posts: 1
Country: United States

ID Status Labels - When Two Users Use The Same Labels - How Do We Know What Record Belongs To What User?

I have been the sole user of ACT and, use the database for tracking sales leads.  Status ID labels include: Lead, Webinar etc.  For follow-up, I place the client an asigned group such as "Follow Up Q1." 

 

Another individual will now be using ACT and, will need to use the same ID Status labels and, will also need to follow-up with these clients. 

 

Question:  What is the easiest way to keep our records distinct, so we know who is responsable for working with what client. 

 

Example:  Mary and John (The ACT users) both need to use the same ID Status labels to identify clients in categories such as, Lead, Webinar, On-Site etc.  Mary already has clients in "Groups" which are named "Follow Up Q1" etc.  Now, her partner will be doing much the same, requiring the identical labels.

 

We produce reports and so, we need to be able at a glace, to know who is responsable for what.

 

Many thanks,

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: ID Status Labels - When Two Users Use The Same Labels - How Do We Know What Record Belongs To What User?

You will need to make sure that each of you has separate user logins to the ACT! database so that the appropriate person can be assigned the Record Manager of that contact. The Record Manager field is by default under the Contact Access tab for the contact record. If you are not using separate logins, then you will need to create your own field to denote who is resposible for the record.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.